Lead Conversion Specialist

Veteran Benefits Guide; Las Vegas (NV); On-site; USD 35,000 - 55,000; Full time

Job summary

Join a dedicated team at an innovative company focused on supporting veterans. As a Lead Conversion Specialist, you'll play a crucial role in connecting with clients, ensuring they understand the value of our services. This position offers a dynamic work environment where your persuasive communication skills will shine. You'll be instrumental in guiding clients through their journey, addressing inquiries, and facilitating a smooth onboarding process. With a commitment to professional growth and a supportive culture, this role is perfect for someone eager to make a difference in the lives of veterans while advancing their career.

Benefits

Medical, Vision, and Dental Plans

Accrual of PTO and Sick Time

401k with Company Match

In-house Training

Work-life Balance

Qualifications

• 1+ years of related experience in sales or customer service.
• Ability to work independently and in a team environment.

Responsibilities

• Engage potential customers via phone and email to drive conversions.
• Compile and verify client documentation for compliance.

Skills

Sales Skills

Time Management

Customer Service

Communication Skills

Detail-Oriented

Multi-tasking

CRM Experience

Education

High School Diploma/GED

Tools

Microsoft Office

Job description

Description

Who we are:

VBG (Veteran Benefits Guide) was founded by a former United States Marine with the goal of ensuring that Veterans receive the correct disability benefits in a timely manner. VBG has successfully guided over 35,000 Veterans by submitting their VA (Veteran Affairs) disability claims, resulting in substantially increased compensation benefits for their disabilities that are related to active-duty service. As a company founded by a Veteran and staffed by many Veterans and families of Veterans, Veteran Benefits Guide is committed to advocating for policies that protect the rights and interests of former servicemembers.

What We Offer:

We invest in our people, supporting their growth through mentorship and professional development. We strive to offer a work-life balance, creating a culture that is people-focused and fun. Here are some of the benefits you can expect as part of our team:

• Work/life balance: We offer a Monday – Friday 8 a.m. to 5 p.m. schedule.
• Benefits: Choice of Medical, Vision, and Dental plans with company premium contributions, accrual of 80 hours of PTO & 40 hours of sick time annually, 8 paid holidays plus a floating holiday, 401k with company match after 90 days.
• Growth and Development: In-house training and on-the-job development prepare our employees for promotional advancement, leadership opportunities, and lateral transfer skill development.

Summary:

A Lead Conversion Specialist is a committed individual possessing excellent customer service skills, communication skills, and persuasive ability (with a soft sales focus,) working in a fast-paced environment and successfully working independently or on a team.

This role is typically the first point of contact for clients interested in our service and involves direct client contact via email, telephone, or other real-time means. This position is instrumental in communicating and explaining the value of our services, which requires sales and persuasive techniques for those clients still unsure of engaging with us. This function also serves as the initial primary gatekeeper for the onboarding of client information and ensures compliance with company requirements to move the client forward with our services, which requires extraordinary attention to detail. As the Lead Conversion Specialist, I must be able to implement and support change, promote a positive team attitude, and effectively respond to unexpected changes or demands.

Essential Functions:

• Previous experience in outbound sales or lead conversion is highly desirable.
• The ability to adapt to evolving processes, product updates, and shifting business priorities.
• Strong verbal communication and active listening skills are essential for effectively engaging potential customers.
• Addressing customers' inquiries and conveying service information in a persuasive value-focused manner.
• A customer-focused mindset and the ability to empathize with potential customers’ needs, creating positive experiences, and tailoring conversations to drive conversions.
• Demonstration of a confident and persuasive demeanor.
• Initiates first contact with assigned clients via phone and email.
• Provides Company overview and value of services offered.
• Able to answer questions effectively regarding services provided, set client expectations, and ensure the value of our service is represented to our clients. Will be called on to overcome client objections or reservations to engage VBG’s services.
• Requests required initial client documentation and information.
• Compiles and verifies received completeness and accuracy of client documentation.
• Updates and accurately documents client profiles.
• Validates client compliance and readiness to move forward in workflow.
• Performs monthly verification projects as assigned by supervisor.
• Assists Case Managers by requesting and compiling client documents as needed.
• Meets production expectations and quality guidelines in timeframes as established by the supervisor.

Qualifications or Competency:

• Excellent sales skills
• Excellent time management skills
• Proficient multi-tasking and prioritization skills
• Excellent internal and external customer service skills
• Detail-oriented
• Proficient computer skills with Windows and Microsoft Office proficiency
• Ability to work both independently and in a team environment
• Excellent business demeanor that reflects professionalism and respect for the contributions of those who have served in the armed forces
• Articulate with excellent telephone etiquette, active listening, and written communication skills
• Customer-centric
• Ability to demonstrate personal credibility and effectiveness
• Metrics-focused
• Results-driven
• Willingness to embrace change and successfully implement innovative approaches and ideas
• CRM experience preferred

Education:

High school Diploma/GED or higher is preferred and at least 1 year of related experience and/or training.

Work Environment:

The job will be based in the company’s Las Vegas headquarters. This position is expected to be an “in-office role” and will have limited situational opportunity to be a hybrid role after successful completion of the 90-day probationary period. Role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

Where we are located:

This position is based in our Las Vegas office on E. Warm Springs Road. This is an in-office position.

EEO:

Veteran Benefits Guide (VBG) provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex (including pregnancy, childbirth, breastfeeding or related medical conditions), gender (including gender identity and gender expression) genetic characteristic, sexual orientation, registered domestic partner status, age, military or veteran status, hairstyle or hair texture, reproductive health decision making, or any other characteristic protected by federal, state, or local laws.